Sector: plumbing & heating
Software for plumbing and heating firms
Estimark runs a plumbing and heating firm’s week: CP12 and gas soundness certificates signed on the device, appointment windows a tenant will actually take, maintenance contracts with scheduled visits and optional automatic invoicing, and stock tracked on the van rather than guessed at.
What actually goes wrong
A whole-day window nobody can take
The tenant is at the school gate at 3pm, so an all-day slot becomes a no-access visit and a second truck roll.
The CP12 is a paper pad in the van
It gets photographed, emailed, lost, and then asked for by the landlord six months later.
Service contracts get forgotten
The annual visit is somebody’s calendar reminder, and the invoice for it is somebody’s memory.
The part was on the other van
Without stock on record, the second visit is booked before anyone knows it was avoidable.
Sector: how it works
What appointment windows can I offer?
Five window types, including a school-run-friendly slot, with every stage of the visit timestamped.
| Window | Times |
|---|---|
| Morning | 8am – 1pm |
| Afternoon | 12pm – 5pm |
| All day | 8am – 5pm |
| School-run friendly | 9:30am – 2:30pm |
| Timed | A specific appointment time |
- Status runs proposed, confirmed, en route, arrived and completed, plus no access, cancelled and rescheduled.
- A no-access visit records a reason and a link to the evidence, so an aborted call is defensible with the client.
- Appointments are assigned to an operative or a contractor, and there is an operative diary view.
- Confirmation, reminder, “on my way” and satisfaction messages by SMS or email are the Customer Comms bolt-on at £29/month, sent per appointment.
Can I issue a CP12 from the app?
Yes. CP12, gas soundness and PAT are first-class certificate types with test-result fields typed to each one.
- A CP12 has gas checks and an appliance section; a soundness certificate has the tightness test.
- Every certificate stores the number, issue date, expiry date, property address, who issued it and whether it was satisfactory.
- The customer signs on the device with their name and a timestamp, and the certificate renders as a branded PDF.
How do maintenance contracts work?
A maintenance contract holds the service type, frequency, price and term, tracks the last and next visit date, and can raise the invoice automatically.
- Each visit records the date, the technician, duration, notes and photos.
- A visit can be linked to the invoice it was billed on.
- VAT is applied to a contract invoice through the same route as every other invoice, including the reverse charge if the client is flagged for it.
Do you handle landlord gas safety across a portfolio?
Yes, through the Property Compliance bolt-on at priced on a quote, where the landlord gas safety record renews on a 12-month cycle per property.
- The register also covers EICR at 60 months, fire risk at 12, legionella at 24, asbestos at 12, lifts at 6, alarms at 12 and EPC at 120.
- Gas, EICR, lifts and the EPC are the intervals legislation fixes. Fire risk, legionella, asbestos and alarms are statutory duties with no interval named in law, so those four numbers are our defaults and the register says which is which.
- A record is compliant, due soon, overdue, no access or not applicable, with due soon opening 30 days out.
- Recording an inspection rolls the next due date forward and stores the document reference and inspector.
NoteIt is a register you review. There is no automatic reminder email when a record is coming due.
Which plan does a plumbing firm need?
Core at £129 a month covers up to 5 users with no job limit; Pro at £299 a month covers up to 20.
- Solo is £39 a month for 2 users and 20 open jobs at a time.
- Van Stock is £99 a month, Custom Forms £49 a month, Customer Comms £29 a month.
- Timesheets is included from Solo, so every plan has it.
The working week, in numbers
- Appointment windows
- 5 types
- School-run slot
- 9:30am – 2:30pm
- Gas certificates
- CP12, soundness, PAT
- LGSR interval
- 12 months
- Core
- £129/month
- Van Stock
- £99/month
- Customer Comms
- £29/month
Core
£129/month
Up to 5 users, no job limit. That is the usual shape of a heating firm with a few vans out and someone in the office.
What you get
- CP12, gas soundness and PAT certificates
- Appointment windows with en-route and arrival tracking
- Maintenance contracts with scheduled visits
- Quotes, online signature, jobs and invoicing
- Offline field mode on any phone or tablet
Add Property Compliance at priced on a quote for a landlord portfolio, Van Stock at £99/month and Customer Comms at £29/month. CIS is included from Solo, Health & Safety from Solo and Job Costing from Core. Pro at £299/month covers up to 20 users and adds Payment Applications, HR, plant and fleet.
Questions
Plumbers & heating engineers: frequently asked
Can Estimark issue a CP12 landlord gas safety record?
Yes. CP12 is a built-in certificate type with its own gas check and appliance sections. The customer signs on the device with a timestamp and the certificate renders as a branded PDF. Gas soundness and PAT certificates are also built in.
What appointment slots can I offer a tenant?
Morning 8am to 1pm, afternoon 12pm to 5pm, all day 8am to 5pm, a school-run-friendly 9:30am to 2:30pm window, or a specific timed appointment. The visit is tracked through proposed, confirmed, en route, arrived and completed, with no access recorded against a reason and evidence.
Does Estimark handle service and maintenance contracts?
Yes. A maintenance contract holds the service type, frequency, price and term, tracks the last and next visit date and can raise the invoice automatically. Each visit records the date, technician, duration, notes and photos, and can be linked to the invoice it was billed on.
How much is Estimark for a plumbing firm?
Solo is £39 a month for 2 users, Core £129 a month for up to 5 users with no job limit, and Pro £299 a month for up to 20. Van Stock is £99 a month and Customer Comms £29 a month as bolt-ons. Every plan has a 14-day free trial.
Related
For electricians
EIC, EICR, Minor Works and PAT certificates with typed test results.
For property maintenance firms
Repairs on SLA, appointment windows, schedule of rates and van stock.
For housing associations & councils
Awaab’s Law timescales, the Big Six compliance register and void turnaround.
Offline field mode
Installs to the home screen, works with no signal, queues and replays your work.
Try it on a real job.
14 days, full access, every plan. No implementation fee.